Drew University Defined Contribution And Tax Deferred Plan
Sponsored by Drew University · EIN 221487164 · Plan #101
- Total assets
- $231M
- Net assets
- $231M
- Active participants
- 726
- With balances
- 1,256
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors, Llc | Investment management, Direct payment from the plan | $52,098 |
| Brown, Edwards & Company, L.L.P. | Accounting, Direct payment from the plan | $22,735 |
| Venable Llp | Legal, Direct payment from the plan | $15,296 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $700 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $241 |